Morningstar Managed Portfolio Database
The industry’s only independent, whole-of-market managed portfolio database, giving advisers a comprehensive view of the market.
Pair Morningstar’s proprietary metrics with standardized operational data to compare providers on equal terms.
Morningstar calculation
How we collect and validate data
Access and compare managed portfolio data with confidence. We do not charge providers to collect, calculate, or distribute portfolio data and metrics, including the Morningstar Portfolio Risk Score and Morningstar Sustainability Globes.
Data quality matters. That's why every contributor to the database signs the attached attestation document.
